Question 1

How many shares of AVTA does Invesco Ltd. own?

Accepted Answer

Invesco Ltd. previously held 0 shares of AVTA (AVANTAX INC) before exiting the position in 2023-Q4.

Question 2

What is Invesco Ltd.'s AVTA position worth?

Accepted Answer

Invesco Ltd.'s AVTA position was last reported at $0 in 2023-Q4 before the exit.

Question 3

Is Invesco Ltd. buying or selling AVTA?

Accepted Answer

In 2023-Q4, Invesco Ltd. exited their AVTA position entirely (-100.0% change in shares).

Question 4

When did Invesco Ltd. first buy AVTA?

Accepted Answer

Based on available 13F filings, Invesco Ltd. first reported a position in AVTA in 2020-Q4. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q3	Decreased	189,202	-90.8%	$4.8M	0.0%	—	0
2023-Q2	Decreased	2.1M	-3.1%	$46.3M	0.0%	—	0
2023-Q1	Increased	2.1M	+16.4%	$56.2M	0.0%	—	34
2022-Q4	Increased	1.8M	+43.8%	$46.8M	0.0%	—	39
2022-Q3	Increased	1.3M	+0.3%	$24.7M	0.0%	—	29
2022-Q2	Increased	1.3M	+106.4%	$23.5M	0.0%	—	46
2022-Q1	Increased	616,048	+0.3%	$12M	0.0%	—	28
2021-Q4	Decreased	613,943	-2.7%	$10.6M	0.0%	—	0
2021-Q3	Increased	630,908	+2.8%	$9.8M	0.0%	—	28
2021-Q2	Increased	613,465	+4.5%	$10.6M	0.0%	—	29
2021-Q1	Increased	587,213	+6.0%	$9.8M	0.0%	—	29
2020-Q4	New	554,158	-	$8.8M	0.0%	—	38

AVTA13 quarters

AVTA
13 quarters